Investment Fee Structure based on 0/6/25

Jason201777

New Member
Joined
Dec 29, 2021
Messages
3
Office Version
  1. 2016
Platform
  1. Windows
To Whom It May Concern:
Very nice website.

Saw the following Youtube:
and was impressed by the Excel Sheet built at about 7:38 of the video.

The Excel Model is interactive permitting one to enter various values and calculates theoretical Performance Outcomes which I found imaginative.

Can you replicate this model such that one of the values is the Performance of the S&P500 in Percentage terms?

If you check out the video.....You will understand what I am trying to accomplish which is essentially to be able to enter concrete values and provide to others a pretty accurate theoretical picture of a potential performance outcomes.

Thanks for your assistance on this matter.
Sincerely, Jason Ford
 

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.
The Youtube did not post but is entitled:

The 0/6/25 Fee Structure Explained (less boring than it sounds!)

The account is called Investing with Tom.

The actual video is located here and hopefully will permit you to hyperlink to the site:

 
Upvote 0
Please help me reproduce a 3 or 4 year old Excel Sheet which has likely been discarded but has some value to me:

1. The Youtube Account is: Investing with Tom
2. The Video is Entitled: Buffet and Pabrai Fees.
3. Go to Youtube and Enter in the Search Field: "Investing with Tom 0/6/25"
4. You should see a video entitled: Buffet and Pabrai Fees.
5. Go to 7:38 of that Video.
6. The Excel Sheet there is what I hope to attempt to replicate....


Im terrible at Programming Excel Algorithms so I write you for assistance.
 
Upvote 0

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